Cooper Associates Ltd is authorised and regulated by the Financial Conduct Authority. Our permissions allow us to advise on and arrange mortgages and non-investment insurance contracts.
If you are seeking advice in other financial matters, namely investments, pensions and inheritance tax planning, please visit Cooper Associates Wealth Management Ltd.
Cooper Associates Wealth Management Ltd is an appointed representative of St. James's Place Wealth Management. St. James’s Place Wealth Management is an award winning FTSE 250 company with £39.9bn of client funds under management.
Cooper Associates Wealth Management Ltd provides advice on investments, pensions and inheritance tax planning. They do not impose "client criteria", such as a minimum investment amount. Whatever your circumstances, they'd be delighted to help.
|Pension||Investment||Inheritance Tax Planning|
Group Personal Pensions
EIS and VCTs
Portfolio Management Service
|Asset Preservation Trust
Discounted Gift Plan
EIS and VCT Portfolios
Later Life Planning Scheme
Whole of Life Plans
Cooper Associates Ltd are introducers to St. James’s Place Wealth Management, who are authorised and regulated by the Financial Conduct Authority.